Both of these new mobile features are designed to remove friction, build agent confidence, and turn every conversation into a conversion opportunity.
Agent Productivity
5 Articles
If you’ve ever missed a hot lead because you waited too long to follow up, you’re not alone. Most businesses miss out on 78% of potential leads simply because they didn’t respond fast enough.
Whether you’re booking a Medicare review or confirming a life insurance application, your CRM should help you do the work, not just log it.
As an insurance agent, your message is only as effective as your list is clean. That’s why targeted bulk campaigns are a game-changer.
“I think it’s special. I think it’s needed. Agent CRM is on the cutting edge.” – Cody Askins In a world where technology is rapidly advancing, the insurance industry is no exception. If you’re an insurance agent looking to stay ahead of the curve and…